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Larson Financial Group’s Axos Financial AX Stock Holding History

Larson Financial Group’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.31K Buy
34
+1
+3% +$90 ﹤0.01% 2936
2026
Q1 		$2.81K Buy
33
+2
+6% +$182 ﹤0.01% 2858
2025
Q4 		$2.67K Buy
31
+21
+210% +$1.73K ﹤0.01% 2701
2025
Q3 		$847 Sell
10
-5
-33% -$436 ﹤0.01% 2966
2025
Q2 		$1.14K Sell
15
-5
-25% -$338 ﹤0.01% 2610
2025
Q1 		$1.29K Buy
20
+13
+186% +$882 ﹤0.01% 2310
2024
Q4 		$489 Hold
7
– – ﹤0.01% 2202
2024
Q3 		$440 Hold
7
– – ﹤0.01% 2158
2024
Q2 		$400 Buy
+7
New +$381 ﹤0.01% 1892
2019
Q2 		– Sell
-238
Closed -$7K – 499
2019
Q1 		$7K Hold
238
– – 0.01% 261
2018
Q4 		$6K Buy
+238
New +$7.18K 0.01% 258

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Larson Financial Group's AX Position: Q2 2026 in Review

Larson Financial Group increased its Axos Financial (AX) stake by 3% in Q2 2026, buying an estimated $90 and bringing the position to 34 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Larson Financial Group first reported a position in AX in Q4 2018 and has held it in 11 quarters since. The position peaked at $7K in Q1 2019. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Larson Financial Group held 34 shares of Axos Financial worth $3.31K as of Q2 2026.
  • Larson Financial Group bought 1 Axos Financial share in Q2 2026, an estimated $90.
  • Axos Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2936 holding.
  • Larson Financial Group first reported a position in Axos Financial in Q4 2018 and has held it in 11 quarters since.
  • Larson Financial Group's Axos Financial position peaked at $7K in Q1 2019.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.